Hi, I'm Hoa.
I'm passionate about working with my clients to help them achieve their financial goals. My role is to ensure my clients understand their chosen strategies and the discipline required to get there. I have worked in boutique financial advisory firms since completing my Bachelor of Commerce (Economics) degree at the University of Wollongong in 2003 and advising clients since 2013.
Please feel free to contact me if you have any questions.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 13
- First year providing advice 2013
- Years of experience 10
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Highest qualification
- Bachelor of Commerce (Economics)
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Language spoken
- English
CreationWealth
Level 12, Chartered Accountants House, 37 York StSydney, NSW 2000

Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Advocate Advisory Pty. Ltd.
AFSL 405576
